Waypoint Wealth Counsel’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Waypoint Wealth Counsel's BMY Position: Q2 2026 in Review
Waypoint Wealth Counsel reduced its Bristol-Myers Squibb (BMY) stake by 59% in Q2 2026, selling an estimated $532K and leaving 6,351 shares worth $366K. The position accounts for 0.23% of the portfolio, ranked #76.
Waypoint Wealth Counsel first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Waypoint Wealth Counsel held 6,351 shares of Bristol-Myers Squibb worth $366K as of Q2 2026.
- Waypoint Wealth Counsel sold 9,269 Bristol-Myers Squibb shares in Q2 2026, an estimated $532K.
- Bristol-Myers Squibb made up 0.23% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #76 holding.
- Waypoint Wealth Counsel first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- Waypoint Wealth Counsel's Bristol-Myers Squibb position peaked at $1.19M in Q4 2025.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.